Once you’ve enrolled as a plan member, log in to your account on your mobile device and follow the prompts to install the app.
You can use the mobile app to:
- View your balance and investment earnings
- Review your TFSA/RRSP contributions
- Check your projected retirement income and the progress you're making towards your goal
- See where your projected retirement income will come from, between your plan, savings outside the plan, and government benefits
- Find out how much you have saved in your TFSA/RRSP
- View and change your investment portfolio
- Transfer in any existing TFSA or RRSP accounts
- Make a lump sum contribution from your bank account
- View past and upcoming plan transactions
- Book a check-in with a retirement specialist